Clients Tab in Time Tracker
in Time Tracker are implemented as an optional feature, which can be enabled / disabled on the Team Profile
page in the Plugins
section. When you enable Clients
, the Required
option also appears on the right. It determines whether a client selection is mandatory for time and expense items.
Enable Clients plugin on the Team Profile page
Once enabled, a new tab called Clients
appears in Time Tracker menu. Click it to see a list of configured clients.
Clients page in Time Tracker
Click the Add client
button to add a new client. On the Adding Client
pagem, the fields have the following meaning:
- Client name - used to refer to the client on other pages.
- Client address - used in invoices.
- Tax - value added tax (VAT) to apply to labor items. This tax does not apply to expense items.
- Projects - select projects associated with the new client by marking appropriate checkboxes. Marking only relevant projects helps to reduce project clutter for users.
Adding a new client in Time Tracker
Now you can enter time records
for clients. To do so, select a client on the Time
pages while entering data. To enter expenses you need to enable the Expenses
plugin on the Team Profile
Entering work time for client in Time Tracker
You can also run reports
or view pie charts
If you want to give clients read access to their data in Time Tracker, you can do so by creating a client account
. Do so on the Users
Client accounts have read access to reports and invoices. There is one important consideration: to limit their access to records for a single customer only, associate their login with a client entry in the dropdown control on the right.
Time Tracker User Guide
Associate login with a client entry to limit the scope of access